Peter Lewis: Money Talk.with David Roche. What is the significance to markets of Trump’s week of Pronouncements on tariffs. Here we discuss the economic significance of tariffs and for how long markets can ignore them. Read More
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03 Jun 25
RTHK: The Close: are tariffs old news?
Markets getting used to tariffs - The case for and agaist. What FOMC ‘s Waller says. Read More
02 Jun 25
NDTV India: Tariffs & Why Trump will escalate & Potential Russian Escalation which would matter to markets
#Tariffs#Trump Tariffs.#US Tariffs#Remedial Tariffs#Reciprocal Tariffs#Trump Tariffs and Treaty Destruction#China Tariffs#Fentanyl tariffs#Movie Tariffs.
Three ideas: Trump is more likely to escalate than de-escalate after the International Trade Court ruling. What does this mean for markets. And the escaltion of Russian hostilities in Europe - one to watch and which markets are ignoring Read More
06 May 25
Peter Lewis Money Talk
#US-China Cold War#US-China Relations#China.#US-China Trade Relations#US-China#Trump Tariffs.#US Tariffs#Remedial Tariffs#Reciprocal Tariffs#Trump Tariffs and Treaty Destruction#China Tariffs
An in-depth discussion of Trump policies on Tariffs and Alliances. Mark Nicholsen, Barry Woods, Peter Lewis and David Roche discuss: has uncertainty peaked? Why no damage yet to US economy? The delay factor inherent in disruption to supply chains. The future of the US$ safe have... Read More
30 Apr 25
CNBC Squawk Box - the Untimely Death of the Dollar & the Tragic Demise of US Exceptionalism
#US$#US Exceptionalism#Trump Tariffs.#US$ Safe Haven Flows#US Tariffs#Reciprocal Tariffs#Trump Tariffs and Treaty Destruction#China Tariffs#US$ as Global Reserve Currency
Why the US war on trade is fatal for US$ role as reserve currency and US Exceptionalism. What does this mean for US stocks & Treasuries? Read More
29 Apr 25
RTHK: The Close with Carolyn Wright and Richard Harris
A great discussion on the power struggle between the US & China. Why China has escalation dominance. What it means for US assets, The European angle in new alliances with China? Read More
23 Apr 25
Peter Lewis Money Talk: a lively discussion on the Trade War theme of who will suffer most and blink first: the US or China
#US-China Cold War#US-China Relations#US-China Trade War#China.#Trade War#US-China#Trump Tariffs.#Tariffs China Mexico Canada#US Tariffs#Reciprocal Tariffs#Trump Tariffs and Treaty Destruction#China Tariffs#Fentanyl tariffs#Escalation Dominance
This is a good debate on the workings of a trade war, who pays and why the US suffers most. We spend time analysing why the US concept that it holds the cards is just plain wrong and is a miconception of escalatory dominance in a trade war. We look at who will suffer most and w... Read More
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